File Upload

Use files from your laptop (PDFs, Docs, and more) as Knowledge Sources in ClearFeed.

Indexing Files

Follow these steps to upload a file and create a new Knowledge Source:

1. In the ClearFeed WebApp, go to AI → Knowledge Sources from the left navigation bar.

2. Hover over the Add Knowledge Source dropdown in the top-right corner and select File Upload.

3. A side drawer will open. Fill in the following:

   • Name → Display title for this Knowledge Source in ClearFeed.

   • Tags → Add identifiers to organize the Knowledge Source. (If no tags are added, a default tag may be assigned. You can always edit tags later.)

   • File Type → Supported formats include:

     • PDF

     • DOCX

     • TXT

     • HTML

     • Markdown (max 100MB per file)

   Each Knowledge Source supports a single file. To add multiple files, create separate Knowledge Sources or use a connector like Google Drive

4. Click Save. The file will begin indexing:

   • Initiated → Queued and will start indexing soon.

   • In Progress → Currently being indexed.

   For more details, see Managing Knowledge Sources.

Adding KS using File Upload

Using AI Agents

Once you've configured the knowledge sources, learn how to build and use AI Agents

Build AI AgentsUse AI Agents

Manage Knowledge Sources

Once the status of the knowledge source has been indexed, learn more on how to manage the knowledge source below.

Manage